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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,231 | $87,037+161.1% | $106,201+114.0% | $80,874+181.0% |
| Participation rate | 77.1% | 70.4%+6.7pp | 75.3%+1.8pp | 67.6%+9.5pp |
| Annual return | 13.10% | 17.05%-4.0pp | 116.26%-103.2pp | 35.62%-22.5pp |
| Employer contribution / active EE | $3,460 | $2,396+44.4% | $3,170+9.1% | $2,756+25.5% |
| Participant deferral / active EE | $9,124 | $3,986+128.9% | $5,012+82.0% | $4,297+112.3% |
| Admin fee / account holder | $47,285 | $8,434+460.7% | $11,039+328.3% | $6,935+581.8% |